JV CPA INC. Company Profile

Background

Overview

JV CPA INC. is a Houston-based public accounting firm specializing in comprehensive tax and financial services. Established in 2016, the firm has over two decades of experience in guiding clients through the complexities of tax planning, financial reporting, and strategic advisory. Their mission is to provide personalized financial solutions that align with each client's unique goals, ensuring proactive strategies and comprehensive support.

Mission and Vision

The firm's mission is to deliver exceptional tax and financial services tailored to meet the unique needs of each client. With a team of seasoned professionals and over two decades of experience, JV CPA INC. is dedicated to helping individuals and businesses navigate the complexities of the financial landscape with confidence and ease. Their vision is to be a trusted financial partner, offering personalized service, proactive strategies, and comprehensive solutions that set them apart in the industry.

Primary Area of Focus

JV CPA INC. focuses on providing a wide range of financial services designed to meet the specific needs of both individuals and businesses. Their services include tax advisory, accounting, bookkeeping, payroll, and financial reporting, with specialized expertise in sectors such as medical practices, non-profit organizations, and startups.

Industry Significance

Operating within the accounting and financial services industry, JV CPA INC. plays a crucial role in assisting clients with tax planning, financial reporting, and strategic advisory. Their expertise is particularly significant for small to mid-sized businesses, medical practitioners, and non-profit organizations that require tailored financial solutions to navigate complex regulatory environments and achieve financial success.

Key Strategic Focus

Core Objectives

The firm's core objectives include delivering personalized financial solutions, ensuring proactive tax planning, and providing comprehensive support to clients across various industries. They aim to build lasting relationships based on trust and mutual respect, focusing on the growth and financial well-being of their clients.

Specific Areas of Specialization

JV CPA INC. specializes in several key areas:

Medical Practitioners and Offices: Tailored accounting services for medical professionals and healthcare facilities.

Smaller SEC Reporting Companies: Ensuring compliance and accuracy in financial reporting for SEC-regulated entities.

Non-Profit Organizations: Specialized accounting support to meet the regulatory and reporting requirements of non-profits.

Health Care Organizations: Comprehensive accounting solutions for healthcare providers and organizations.

Startup Companies Planning for IPO: Strategic accounting guidance for startups preparing for initial public offerings.

Key Technologies Utilized

The firm employs various technologies to enhance service delivery, including:

QuickBooks Optimization: Fixing and optimizing QuickBooks setups for efficiency and accuracy.

Cloud-Based Accounting Solutions: Utilizing cloud platforms to provide real-time financial data and reporting.

Tax Software Integration: Implementing tax software solutions like JVTaxSmart to streamline tax preparation processes.

Primary Markets or Conditions Targeted

JV CPA INC. primarily targets small to mid-sized businesses, medical practitioners, non-profit organizations, and startups, focusing on clients who require specialized financial services to navigate complex regulatory environments and achieve financial success.

Financials and Funding

Funding History

As a privately held firm, JV CPA INC. has not publicly disclosed detailed funding history or financial statements. The firm operates with a revenue range of $5 million to $10 million, indicating a stable financial position within the accounting services industry.

Total Funds Raised

Specific details regarding total funds raised are not publicly available.

Notable Investors

Information about notable investors is not publicly disclosed.

Intended Utilization of Capital

While specific plans for capital utilization are not detailed, the firm's focus on personalized service and comprehensive solutions suggests investments in technology, staff development, and service expansion to enhance client offerings.

Pipeline Development

As a service-oriented firm, JV CPA INC. does not have a product pipeline. Instead, they continually develop and refine their service offerings to meet the evolving needs of their clients, particularly in specialized sectors such as medical practices, non-profit organizations, and startups.

Technological Platform and Innovation

Proprietary Technologies

The firm utilizes proprietary tax software solutions like JVTaxSmart, designed to streamline tax preparation processes for tax professionals.

Significant Scientific Methods

While not a technology company, JV CPA INC. employs advanced financial methodologies, including:

Tax Optimization Strategies: Developing personalized tax plans to maximize legal deductions and minimize liabilities.

Financial Reporting Techniques: Utilizing comprehensive reporting methods to ensure accuracy and compliance with regulatory standards.

AI-Driven Capabilities

The firm integrates AI-driven tools within their tax software to enhance accuracy and efficiency in tax preparation and financial reporting.

Leadership Team

Jorge L. Verar

Position: CEO/Managing Partner

Professional Background: Jorge is a seasoned CPA with over 20 years of experience in audit and financial advisory services. Licensed in both Texas and the Philippines, he holds certifications as a Certified Fraud Examiner (CFE) and Certified Information Systems Auditor (CISA).

Key Contributions: As the founder and managing partner, Jorge has been instrumental in establishing the firm's reputation for personalized and proactive financial solutions.

JV Villanueva

Position: Tax Advisor

Professional Background: JV brings over a decade of experience in full-cycle accounting, financial management, and strategic business consulting. He is proficient in QuickBooks Online, tax preparation, and financial reporting.

Key Contributions: JV's expertise in tax advisory services has been pivotal in developing tailored tax strategies for clients across various industries.

Jeremie Agabin

Position: Tax Advisor

Professional Background: Jeremie has over 12 years of corporate experience, including treasury management and working with semi-government entities in the UAE that support the UAE Navy.

Key Contributions: Jeremie's diverse experience contributes to the firm's ability to offer comprehensive tax advisory services.

Joseph Umali

Position: Senior Staff Accountant

Professional Background: Joseph is an experienced CPA with a Master of Management degree, specializing in cloud-based accounting, taxation, and auditing.

Key Contributions: Joseph's expertise enhances the firm's capabilities in providing accurate and efficient accounting services.

Robween Chan

Position: Staff Accountant

Professional Background: Robween holds a Bachelor's Degree in Management and is a Certified QuickBooks ProAdvisor with nearly 10 years of experience in QuickBooks Online and Desktop.

Key Contributions: Robween's proficiency in QuickBooks supports the firm's commitment to delivering precise and reliable accounting services.

Ross Ann Chan

Position: Staff Accountant

Professional Background: Ross Ann performs daily accounting tasks, including recording payments and adjustments, and is skilled in using QuickBooks accounting software.

Key Contributions: Ross Ann's attention to detail ensures the accuracy and compliance of the firm's financial records.

Jonesa Fernandez

Position: Staff Accountant

Professional Background: Jonesa has over seven years of accounting and corporate experience, is proficient in QuickBooks, Zoho, and Xero, and holds a Master's Degree in Public Administration.

Key Contributions: Jonesa's diverse skill set contributes to the firm's ability to offer comprehensive accounting solutions.

Dustin Ian Tua

Position: Staff Accountant

Professional Background: Dustin has over six years of experience in managing financial records, ensuring accuracy in financial reporting, and maintaining compliance with accounting standards.

Key Contributions: Dustin's expertise supports the firm's commitment to high-quality financial management and reporting.

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